2024 ADVISORHUB
ADVISORS
TO WATCH
SUMMIT
IDEAS TO GROW YOUR BUSINESS
October 10, 2024
583 Park Avenue
New York City
Join some of the best minds in wealth management for a full day of great ideas on improving your practice.
This is a people business
Events are all about reconnecting with old friends, celebrating milestones, and making new friends. People in this business have shared histories that rest against a backdrop of an industry that has changed more in the last fifteen years than it had in the previous 70. All that change makes it important to hold on to the personal relationships that have always underpinned the business.
What hasn't changed much is what it takes to succeed. With the many different platforms, models, team sizes and firms, learning from colleagues is the best part of this industry. I look forward to getting to know you, and learning new insights from you.
Tony Sirianni
CEO + Publisher, AdvisorHub
Why Attend?
The Advisors to Watch Summit is a different type of event. Our agenda features valuable insights from fellow advisors on practice management and insights on innovations in wealth management from industry leaders. We’ve created time and space for conversations with your peers, all in a fun atmosphere. This is a chance to take a step back from your hectic schedule to think strategically about your business and plan for changes in the industry.
“Hearing from other successful advisors is invaluable.”
TODD HOFFMAN | Steward Partners
“I took several pages of notes… more than at other events.”
KYLE QUINN | Mariner
“It’s great to hear how others hit the billion dollar mark.”
LISA MARCELLI | B. Riley
Who is attending?
The Advisors to Watch list represents not just advisors who have built solid books of business, but who are growing aggressively.
$787m
AVERAGE AUM
83%
INDEPENDENT/RIA
147
TEAMS WITH $1B+ AUM
21
AVG YEARS EXPERIENCE
2023 Agenda
October 10, 2024
583 Park Avenue
New York City
| 7:30am | Registration Opens |
| 8:30am | Meet Me in The Middle: The Future of Advice Tony Sirianni, Publisher & CEO, AdvisorHub |
| 8:45am | Q+A with a Billion Dollar Advisor Joe Montgomery, Managing Director - Investments, Wells Fargo Advisors |
| 9:00am | Building Differentiated Portfolios Susan Wasserman, iShares Portfolio Consulting for Global Asset Managers Mark Carver, Global Head of Equity Factors and Equity Portfolio Management, MSCI Chris Milliken, Head of Model Portfolio Strategy, Goldman Sachs Asset Management |
| 9:25am | How to Position Your Firm for an AI Future Adam Steinhaus, Chief Revenue Officer, Boosted.ai |
| 9:45am | Investing in Uncertain Times: How Commonwealth is Expanding Investment Options to Better Serve Advisors and Clients Brad McMillan, Chief Investment Officer and Managing Principal, Commonwealth Financial Network |
| 10:00am | Billion Dollar Advisor Spotlight: Attracting the New Entrepreneur Class Jordan Waxman, Founder & Managing Partner, Nucleus Advisors |
| 10:15am | Break |
| 10:35am | When Equity Isn't Equitable Stan Gregor, CEO, Summit Financial |
| 10:50am | What Keeps Me up at Night about Finra ’24? Matt Baum, Partner, Fox Rothschild, LLP |
| 11:00am | Billion Dollar Advisor Spotlight: Aligning with Centers of Influences Michael Cocco, Managing Partner, Beacon Wealth Partners, Equitable Advisors |
| 11:15am | Scaling the Unscalable: How AI is Assisting Advisors in Providing Advanced Planning to Their Entire Client Base Andrew Altfest, Founder & CEO, FP Alpha |
| 11:30am | Creating Strong Culture Ron Kruszewski, Chairman and CEO, Stifel Financial Corp. |
| 11:55am | Lunch |
| 1:20pm | Panel: The State of the Acquisition Marketplace Alex David, President and CEO, Stifel Independent Advisors John Lefferts, National Head of Business Development, Equitable Advisors Scott McCaffrey, Head of Momentum Independent Network Bob Milligan, Managing Partner, 1792 Wealth Advisors Craig Pirtle, Senior Vice President, Head of Business Development and Expansion Markets, Wedbush Moderated by: Greg Banasz, CMO and Founding Partner, Steward Partners |
| 2:05pm | The True Value of Equity Jim Gold, CEO, Founding Partner, Steward Partners |
| 2:20pm | Billion Dollar Advisor Spotlight: Divorce Strategies for UHNW Couples Kimberly Nelson, Advisor, Coastal Bridge Advisors |
| 2:35pm | Will Your Clients Turn to You or AI and ChatGPT for help? Bill Coppel, Chief Client Growth Officer, TradePMR |
| 2:55pm | Finding the Right Business Model David Karr, Chairman, Equitable Advisors |
| 3:10pm | Break |
| 3:30pm | We are All Mental: Traps that Destroy Returns
Eric Beyrich, Co-Chief Investment Officer, Sound Investments |
| 3:45pm | Billion Dollar Spotlight: CPA and Attorney Referrals – Mining for Gold! Rob Conzo, CEO and Managing Director, The Wealth Alliance |
| 4:00pm | Billion Dollar Blueprint Chris Mone, EVP, Head of Wealth Management, Wedbush |
| 4:15pm | An Unvarnished Look at Tomorrow’s Energy Landscape John Donovan, Jr., Managing Partner, Donovan Ventures |
| 4:30pm | Driving New Assets & Households with Bank Accounts Aaron Dillon, Co-Founder, Skyview 1 Banking |
| 4:45pm | Attracting UHNW Clients Greg Boyle, Founding Partner and Chief Growth Officer, Pallas Capital Advisors |
| 5:00pm | Presentation of Awards / Closing Remarks Tony Sirianni, CEO and Publisher, AdvisorHub |
| 5:05pm | Cocktail Reception |
About the Venue
583 Park Ave was built in 1923 and designed by the renowned architectural firm of Delano & Aldrich, cementing itself as a cultural landmark reminiscent of a bygone era. The recently restored building features a grand pre-function space, ballroom, and balconies, making it the most talked about event space in New York City.
PLATINUM SPONSORS
GOLD SPONSORS
SILVER SPONSORS
REGISTRATION SPONSOR
LUNCH SPONSOR
COCKTAIL SPONSOR
FAQs
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No, all advisors are invited to attend, although due to extremely limited space, ranked advisors and advisors from sponsoring firms will have preference.
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Due to extremely limited space, only principal advisors will be allowed to attend.
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The fee to attend to the public is $299. Sponsoring firms will receive a discount.
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Our annual ranking is open to all advisors (contingent on approval of their compliance teams). The nomination window will be open from Jan-Mar. Please contact us to receive notifications and updates.
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Cancellations before Sept 30 will incur a 25% cancellation fee. No refunds will be offered after October 10.